Today’s podcast is dedicated to answering questions that have come in from our listeners. A few topics we cover are long-term care policies, worries about the market, passing money down, and much more! […]
The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10-year period. […]
The mailbag edition of the show gives us the chance to answer questions from folks like you around the Rockford area. We’ll field questions about drawing social security from an ex-spouse, adjusting to the recent changes in the tax code, and whether it’s possible to get long term care coverage without long term care insurance. Plus, Carrie has a question about an advisor who is “forcing” her to live on a budget. Do advisors often have rules and limitations they push their clients into? We’ll ask Barbara if that’s norm. […]